Who We Are
We offer knowledge, understanding, and customized solutions to assist you in navigating the intricacies of wealth management with assurance and clarity.
Who We Are
We offer knowledge, understanding, and customized solutions to assist you in navigating the intricacies of wealth management with assurance and clarity.
Wealth Advisor | Co-Founder & Chief Executive Officer, Santara Wealth Management | Founder, Alta Private Wealth
Alan Grismore is the Co-Founder and Chief Executive Officer of Santara Wealth Management. In addition, he runs his advisory practice as Alta Private Wealth, which he founded to deliver a more personalized and disciplined wealth management experience.
Alan began his career in financial services in 2008, building a strong foundation in retail banking and investment advisory services. He served as an Assistant Vice President at Wells Fargo and later as a Vice President of Investments and Private Client Advisor at J.P. Morgan. During his time at J.P. Morgan, he earned the Wealth Management Certified Professional (WMCP®) designation, strengthening his expertise in portfolio construction and money management strategy.
He earned his Bachelor of Arts in Economics from San Diego State University and holds the Certified Financial Planner™ (CFP®) designation.
Alan lives in San Diego with his wife and their three boys. Outside of his professional work, he enjoys travel, fitness, and outdoor activities including cycling, pickleball, basketball, golf, and rock climbing.
Understanding the multifaceted nature of financial planning, we recognize that certain queries require specialized knowledge. That’s why we’ve built a robust network of partners, including accountants, attorneys, insurance agents, medicare experts, and mortgage brokers. This collaborative ecosystem ensures that no matter the complexity of your financial needs, we have the expertise to address them.
Our partnership with seasoned professionals in these critical areas allows us to bring in additional layers of expertise when needed. Whether it’s navigating the intricacies of medicare options, exploring mortgage opportunities for your dream home, or coordinating with legal and tax professionals, our team is equipped to provide comprehensive solutions.
By carefully coordinating and collaborating with our trusted network, we ensure that your financial planning is handled with the utmost care and professionalism. Our goal is to empower you with the knowledge and resources you need to make informed decisions, secure in the knowledge that a team of experts is always at your disposal.
Unlock Your Financial Potential : Contact Us Today
We're here to support you at every step of your journey. If you need assistance, have questions, or are interested in discovering how we can help you meet your financial goals, please don't hesitate to contact us. Ensuring your success and satisfaction is our foremost priority.
Alta Private Wealth ("APW") is a dba of Santara Wealth Management, LLC (“SWM”), a Registered Investment Advisor ("RIA") located in San Diego, California. Santara Wealth Management, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Santara Wealth Management, LLC's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Santara Wealth Management, LLC's web site on the Internet should not be construed by any consumer and/or prospective client as Santara Wealth Management, LLC's solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Santara Wealth Management, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Santara Wealth Management, LLC, please contact the state securities regulators for those states in which Santara Wealth Management, LLC maintains a registration filing. A copy of Santara Wealth Management, LLC's current written disclosure statement discussing its business operations, services, and fees is available at the SEC's investment adviser public information website - www.adviserinfo.sec.gov or from Santara Wealth Management, LLC upon written request. Santara Wealth Management, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Santara Wealth Management, LLC's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Insurance products and services are offered and sold through HALO and individually licensed and appointed insurance agents.
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